Name: This is the name of the filter. If you save the filter, this is how you'll find it later.
Period: The time period your data will be aggregated by. The month or weeks will be columns on the report.
Start Date: The start date of the data you want returned. This will automatically change to the start of the period (e.g., 2/15 will change to 2/1 if the month is selected as the period).
End Date: The end date of the data you want returned. This will change to the end of the period.
Report Type: Selecting "Pivot" will generate a report where the dates are grouped by month or week and shown as separate columns. Selecting "List" will make a column for Date and will display the individual day as a row. If you are looking to export raw data to excel us the "List" report type.
Edit Columns: This will pull up a slush bucket interface where you can pick which pieces of data to show in the report. When you move an item to the available column, it will show on the report. The total column allows you to total the data at different levels. Click the box to total at a level. You can only total from the top level down.
Edit Aggregates: This will pull up a slush bucket interface where you pick what data will be summed up in the report.
- Actual hours: This is the time entry hours on timesheets.
- Actual dollars: This is the time entry multiplied by the rate associated with it.
Here, you can pick what will show on the report. For example, if you pick department and select "Finance," only time associated with that department will be returned.
Filters are dependent on each other. For example, if you select the "Finance" department and then open the filter for Titles or Users only Titles and Users in the Finance department will show up.